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Sun Zifeng to Visit South Korea Next Month, Targeting HBM4; Samsung May Join AMD AI Accelerator Memory Supply Chain

Sun Zifeng to Visit South Korea Next Month, Targeting HBM4; Samsung May Join AMD AI Accelerator Memory Supply Chain

October 13, 2026
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Sun Zifeng to Visit South Korea Next Month, Targeting HBM4; Samsung May Join AMD AI Accelerator Memory Supply Chain

Following Dr. Lisa Su’s strategic roadmap, AMD has turned its attention to South Korea. Reports from September 30 indicate that she plans to visit the country next month for in-person discussions with Samsung Electronics executives, centering on AI chip and technology partnerships. The highlight of these talks is the potential for Samsung to supply AMD’s upcoming HBM4 memory.

This partnership stems from ongoing dialogue rather than a sudden shift. AMD and Samsung have been collaborating for months, signing a memorandum of understanding in March regarding AI storage chips and computing technologies. Rumors at the time suggested Samsung was AMD’s preferred choice for HBM4 chips used in AI accelerators. If this visit converts that preference into a formal contract, Samsung will officially enter AMD’s next-generation high-bandwidth memory supply chain.

South Korea serves as the ideal venue for these negotiations, hosting the world’s most advanced semiconductor manufacturing capabilities. Home to industry giants SK Hynix and Samsung, the region’s memory chip dominance means that HBM4 supply chain stability directly impacts the production volume and timeline of AMD’s future flagship processors.

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